Less admin.
More client work.
Client onboarding, document collection, and endless follow-ups eat the hours your team should spend on advisory and returns. We automate the chase — and you only pay out of what we save.
Sound familiar?
Every season, your team loses hours to collecting documents, chasing signatures, onboarding new clients, and answering the same status questions. It's the same busywork on repeat.
- Chasing clients for documents every season
- Onboarding new clients by hand
- The same “where’s my return?” questions
- Data re-keyed between systems
What changes when we're done.
Document collection on autopilot
Clients are prompted, reminded, and confirmed automatically — you stop chasing paper.
Onboarding without the busywork
New clients captured once and set up everywhere, without manual re-entry.
Status questions answered for you
Common client questions handled instantly, so your team is not interrupted mid-return.
Your team on high-value work
Hours shift from admin back to advisory, returns, and the work clients actually pay for.
Financial data stays protected. We build around your existing systems and keep client information where it already lives — nothing leaves your control.
We charge 15% of documented savings. If we don't save you money, you owe nothing. The only thing you risk is a free 30 minutes.
See how pricing works →See what cpas & accounting firms like yours are wasting.
A free 30-minute audit. We'll find the hours you're losing and put a number on getting them back.